The solution is primarily used for project management. I've coordinated a large educational program that has multiple contributors and multiple organizers. It's a weekly program and we use it to outline our curriculum and keep track of the steps in the curriculum. I've used it for my own research projects as well in more of a traditional project management kind of way with tax, people, contingencies, et cetera.
Easy to use, simple to set up, and great for non co-located environments
Pros and Cons
- "The ability to update in real-time before meetings is great."
- "If there was some way to store more complex files in the system, or if there was a back-end structure where you could store files, that would be ideal."
What is our primary use case?
What is most valuable?
The ability to update in real-time before meetings is great.
The ability to connect documents to builds or whatever that are being worked on or related is helpful.
Multiple people can contribute to it. Instead of the project manager or myself having to collect information from people and then put it in, they can just go in and update their stuff weekly or whatever by themselves.
The initial setup is easy.
What needs improvement?
At one point we were trying to use it to organize a curriculum for students to just have the weekly stuff. We kind of ran into trouble doing this. It's not really designed for that. What we were trying to do is give them a real-time syllabus with pre-readings and activities and stuff embedded. It ended up getting really complicated.
They also had access, and while there’s probably a way to not give them access, I didn’t know how to set that. I just wanted to let them download. It got complex. It wasn’t just people updating what they were working on. It was something else and it didn’t work.
If there was some way to store more complex files in the system, or if there was a back-end structure where you could store files, that would be ideal. We use Box to store recordings, for example, of sessions and stuff. We’d like to store it in this solution. We already integrate Smartsheet into Teams for updates and stuff. That works well.
For how long have I used the solution?
I've used the solution for a while. I've used it over the last 12 months at least.
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Smartsheet
January 2026
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What do I think about the stability of the solution?
It's very stable. The only time I've had a problem is when somebody has made a mistake in something.
What do I think about the scalability of the solution?
The solution can scale.
We're coordinating multiple speakers sometimes and it works for that.
For us and how we use it, it's also finite. We have eight sessions a week. There's a limitation to how many weeks you do in a year. However, in terms of availability, in terms of people that handle it or multiple people working on it, it would be fine to scale. It's easy to explain that process, whereas Teams is a little bit more difficult. We're always managing more in the past, or on the shared drive and it's geared to that.
I don't know how many people in our organization use the solution since we work in teams. On my team, the Smartsheet that we use for this particular program has probably 12 people dealing with it at any given time. However, there are directors and higher-ups that may look at it just to see where they are. There are likely other people who need to use it as well.
How are customer service and support?
I used technical support once or twice during the initial setup when we first started using it. We loved it so we moved everything to Smartsheet - all our curriculum development items. There are now multiple threads. It actually worked way better than a shared drive.
However, the setup was about two years ago, and as I recall, I was stuck somewhere in the setup. They were helpful. I never thought beyond that. I don't remember being particularly bad or particularly awesome.
Which solution did I use previously and why did I switch?
We also use Microsoft Teams. It's harder to set up yet has more items we can leverage.
How was the initial setup?
The implementation process is really easy. Comparatively, we use Teams for a lot of things and Teams is a lot harder to set up. That said, they have sharing capabilities, different types of files, and other items as well.
The deployment took a couple of weeks. It's continuously being upgraded since we do a curriculum over the year typically. We don't have speakers or topics sometimes for the end or at the beginning of the curriculum. However, how we use it is really just for project management purposes for our program. Therefore, the initial deployment would be a week or two, depending on schedules. Then we have a team meeting to go through where everyone is on the sessions that they're organizing. It's all so continuous. The session organization is ongoing. That said, there are multiple steps, including an initial phone call with the speaker, curriculum development, readings postings (we use Blackboard to manage our LMS), et cetera.
We organize and it tracks everything from the beginning to the thank you note to the speaker and the evaluation. There are about eight steps and we keep track of them. We have about six people that are involved in organizing the curriculum. They're those product leads and there are maybe six weeks worth of curriculum that is in production at any given time.
What was our ROI?
We’ve seen an ROI. It’s effective particularly if you have teams that are virtual or located in different places. Just having something web-based, cloud-based, and easily operational, yet looks similar to Excel is useful. It's easier for different levels and understanding that people have of technology. It's not too fancy, however, it has features that give you what you want. When people are not co-located, it's a great solution as everybody can enter their stuff by a certain time in the week. The process is more self-managed so it's not as dependent on the project manager.
What's my experience with pricing, setup cost, and licensing?
I'm sure there's a license involved, however, that's handled through the institution. The institution just pays for their licensees and then they hand it out, and it gets charged to the program. I'm not in finance, and I don't have access to pricing information directly.
Which other solutions did I evaluate?
I was part of early discussions. We were working virtually. The technology pieces of the program are actually run through a government agency by logging into a VPN. So the team moved to being remote from being 100% on the ground, basically, in the office. We needed a solution that would work for people working for multiple sites or states and not go down. The team was all over the place and they needed something that could be there with them and not go down.
This fit the bill. It's worked really well. If people are out of town, they can update stuff. It's more easily accessible. I don't know if we would've moved to it in the pandemic. We were using a shared drive in Teams and we moved to Teams too during a pandemic.
The web-based piece of it, or the cloud-based piece of it, was a good feature. And then it was just simple. You can set up the sheet and it's dummy-proof in terms of putting stuff in. In contrast, if 12 people put something on an Excel sheet it got messy. I used to spend half a day just cleaning up the sheet and making sure the dates were right.
It did make my life a whole lot easier. You can select and limit how the cells look in Smartsheets. For example, you don't get numbers where you want letters, letters where you want numbers, et cetera. It just made things easier and offered less likelihood of wrong information getting entered. That's why we adopted it.
What other advice do I have?
I cannot say which version of the solution we’re using. I’m not sure.
How I can access the solution depends on which organization I’m working with. I can access it through a VPN or I can access it through web mail.
Compared to even when I use Microsoft Project, for example, which I would probably use for a curriculum thing if you were collecting updates as a project manager, so people would email them, you're going to be chasing them around. Plus, you're entering all the data before you can really do anything with it. This solution is really great in that sense, as everybody has access to it once you set it up and can start entering information themselves. And it's easy to set up, so it's not hard.
For project management, it's just a good solution that's fairly simple to implement. It doesn't require a lot of like upgrades or maintenance from the project manager. For large programs where there are multiple contributors, or multiple people working on different tasks, it's a good solution. It actually makes your work as a project manager a lot easier.
I’d rate the solution nine out of ten. It’s simple to use, easy to set up, and really works for non-co-located environments. In academia you often have people running off to conferences and stuff, even if you are in the office. The ability to have multiple users on the sheet at the same time so they can enter their own information is great.
I’m a customer and end-user.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Analyst
Has customization, data pulling, and cross-functional global communication features; it's a secure solution
Pros and Cons
- "What I found most valuable in Smartsheet is its project customization feature. It's a great solution because you can add in your own WBS. You can see it in Jira style, Kanban, and you can even do Agile and Waterfall. Another feature that's valuable in the solution is when you have those connections, you have that API, you have a sandbox, and you can make a solution, it's a tremendous product because you can pull data."
- "An area for improvement in Smartsheet is that if you're in the government or you're a regulated customer, you're not allowed to use APIs due to internal restrictions, so there are specific things that you cannot connect to it. Another area for improvement in the solution is that because there's a capacity of how many records you can have, and there's a capacity of how many functions you can apply, Smartsheet has set up their system where they can force people into purchasing a $20,000 additional module that is called Control Center, that will create documents for them on the fly, so they don't use so many functions and automation. Smartsheet also needs to improve on training, because the training that is out there is very little. The solution requires a steeper learning curve. You have to do your own training and you have to work on your own solution."
What is our primary use case?
Smartsheet is used for secure team collaboration, whether with global or with cross-functional teams. It's a good solution for a PMO, even for marketing strategies, IT tech dashboards for ticketing, etc.
My scope was mostly learning Smartsheet for the first few months, which was the hardest part because it's a huge learning curve. There's not a lot of documentation, and their training was extremely general because it's your solution you're building. It was not like Excel where if somebody runs into a problem or has hit an error or has had an issue, they could quickly look it up and find some community support. The Smartsheet community is very good, but they're also still new, so trying to find advanced solutions to have to work around within Smartsheet was the hardest part. It became, instead of an eight-hour job, more like between sixteen to twenty hours of work to get the full solution done.
The thing about the emerging technology team that I worked with at Verizon using Smartsheet was that the team thought it was like Excel on steroids. That's the idea that everybody keeps thinking, that it's an out-of-the-box experience and that it's going to be the solution that they need. You have to apply full rules and functionality the way that you need to from the very beginning, you need to know what you want, have everything set up the way that you want it to be set up, and designed the way you want it to be designed, and customized before you ever produce. Because once you get started in Smartsheet, people just don't stop, so making sure you add that baseline of everything that you want it to be and understand its capacity, scalability, and true functionality, it's an extreme sport, I can tell you that for sure.
What is most valuable?
What I found most valuable in Smartsheet is its project customization feature. It's a great solution because you can add in your own WBS. You can see it in Jira style, Kanban, and you can even do Agile and Waterfall.
Another feature that's valuable in the solution is when you have those connections, you have that API, you have a sandbox, and you can make a solution, it's a tremendous product because you can pull data.
Smartsheet tries to enforce people to use their Control Center which costs $20,000, but what's good about that module is that it allows you to also create some cool solutions that even the Smartsheet team didn't know. In the end, I had a check done by Smartsheet on our system and they said, "You recreated Control Center, and we don't know how you did this, but it's insane." They were extremely shocked. They could only offer a dynamic view, which I think is what they wanted to try and push, but that would entail sleepless nights.
Smartsheet pushes out weekly updates because it's still new, and its team is trying to make it a nice product even for people that want to use it out-of-the-box for their enterprise solution, and this could be another pro in the solution.
I haven't seen anything like Smartsheet before. It is great and it is an amazing solution. It allows cross-functional global communications with offshore teams, and this means those teams can do the work, put in all that's needed and what's been done, have scrum meetings, and have all the data and documentation attached to row-level. If the teams do use AI, the data can be corrected, updated, and sent back. You can pull the data out, put it into a Data Lake or Hadoop, or any kind of SQL, or Oracle, or whatever data system that you have, and you can streamline it out of the system just like you can with Excel.
Smartsheet is a great product if you know how to use it right. The free version allows you to use the basic Smartsheet abilities, then for the enterprise edition, there's a lot more you can work on and do with it.
Smartsheet is very secure. It's really impressive if you can use it right and you can train your team.
What needs improvement?
An area for improvement in Smartsheet is that if you're in the government or you're a regulated customer, you're not allowed to use APIs due to internal restrictions, so there are specific things that you cannot connect to it.
Another area for improvement in the solution is that because there's a capacity of how many records you can have, and there's a capacity of how many functions you can apply, Smartsheet has set up their system where they can force people into purchasing a $20,000 additional module that is called Control Center, that will create documents for them on the fly, so they don't use so many functions and automation.
Smartsheet also needs to improve on training, because the training that is out there is very little. The solution requires a steeper learning curve. You have to do your own training and you have to work on your own solution. I created about a hundred training videos for Verizon, particularly on how to use Smartsheet, and I was told that Verizon's still using the videos and that Verizon still loves them.
Smartsheet also puts a lot of updates out quite often, so there was a time when I had a form that was capturing ten to fifteen entries every hour, and one of the things is that new addition or an enhancement was put into the form, and it skewed the form. In this case, Smartsheet doing a lot of implementations and enhancements quickly became a con.
What also needs to be improved in Smartsheet is allowing columns to be changed, not to have to roll over, and one thing about it is row-level. There's a reason for that: it's how you can send out secure update requests. I have to pull in data from another sheet, which includes all of the data from the columns, and used a formula that was such an advanced formula, which I had to check using Smartsheet's restrictions: at thirty characters, a space, and a colon, and add all that to a column onto the other sheet, then pull that data in using a function. Smartsheet should have a functionality that would automatically pull in all the data for you and update your dropdown menu via a summary sheet, so that was what my team couldn't do without using the Control Center, and in the end, I was able to do without using the Control Center. I don't think the Smartsheet team even knew that the solution had that ability.
You should not have to pull in columns that you don't need if you need to move data, because you may not want somebody seeing the baseline column, you may just want the person to be able to look at specific columns and it brings the whole row in, so it can become really slow if you're hiding columns. You'd like to avoid that at all costs.
Another thing I would change in Smartsheet is its backup ability: it's terrible. I've heard other people lose data, and that some formulas don't work as they were supposed to, particularly some Excel-type formulas, though I never really had any struggle with that because I always found some workaround.
In the next release of Smartsheet, I'd also like the forms to be improved. If you wanted to ask a person a question, you had to create a field. Smartsheet created an environment where you can ask a question, but you can't add any conditions to it. There are conditional rules, for example, you don't want to show somebody a form that has a hundred questions if you don't need to ask them a hundred questions, but you would need to create a hundred fields to ask those questions if you wanted them to conditionally show up or not, so I'd like that changed and have Smartsheet create a better environment for asking questions via the forms.
How are customer service and support?
I contacted the technical support for Smartsheet just once, because of an issue with the drop sheet. There was an update that was done and a sheet that was put into deleted sheets was moved, and that sheet was the central source of connection for all projects. Projects were connected through it as it was the project consolidation sheet, so all projects that were in work pulled data from this project consolidator. It would implement who the managers are, who the team is, and what the project is about, then it would pull in from those projects, how the project's doing based on functions, how you look at it, and what kind of value you place on the work that's being done, and how you can show it off in your PMO, in your executive boards, etc. If that dropped even one more time, there's no way you could have remade it. It had everything, and it had all of the most complex parts of everything. It was the connector to everything and it was deleted. Thank goodness I made sure that there was a backup after that constantly, so every time something was added or changed, it would delete it: delete the table where it was, and then re-copy itself. It came to you in an Excel file and you had to restructure everything, so I just would copy it. Everything was copied to another file, and it was just like having an additional copy of itself somewhere else, so there was an error.
What's my experience with pricing, setup cost, and licensing?
I feel like Smartsheet tries to get people to spend a lot of money, particularly because of that $20,000 Control Center where you still have to develop all of your solutions. All it does is control how it's automated, so you won't have to worry about setting up workspaces or security because it can do it for you, but you still have to customize everything. When you have to do these helper sheets, then it adds a lot of functions, and looking at other sheets and trying to drive data without having to move those columns, that's when you'll end up buying the Smartsheet Control Center, so it feels like, at some point, when I wanted to have a nice talk with the makers of Smartsheet, but at the same time, it's a good mechanism to get money and they do a good job of it.
For a normal license, like the one I had: I had my own Smartsheet because I wanted to play with it and I didn't want to mess with what I was doing in Verizon, so I paid $200 monthly, and it gave me all the same functionalities, so I could do whatever I wanted for $200. The problem is if you have anyone else working on it or deploying on it, it's $200 a month for every single person who's deployed on it, that's working on it as an owner or an administrator, so owners and administrators are the only ones who can change, edit, and add data to worksheets and columns. Depending on the size of your organization, Smartsheet can be costly.
As for implementing its Control Center, Smartsheet forces you to have three people come in: it's a minimum of three people from Smartsheet for three months who will provide you the solutions for the Control Center side, and that's $150 an hour, so it can become very expensive. For my company, not having the Control Center would save on the setup fees and then the $20,000 a year, because the Control Center of Smartsheet is a yearly subscription of $20,000.
The $200 monthly I paid is a fair price for what the solution does. It's like having a project such as MS project, but you're just paying for what you want from the MS project, because MS project is just such a needle in the haystack that if you want to change, it won't be as easy, and you can't build your solution within projects. You only can use what the solution has and manipulate it the way that you want to, as far as some parts of it. In Smartsheet, projects are fully manipulatable. so they'd be fully customizable and they have a Jira personality to them. This means you can have a dashboard that only purposely changes depending on whoever's looking at it, so your whole team that is free to use it can work within it, and those are your resources. The team doesn't need a license because you can add on as unlicensed users. Anyone can access the sheet, but they just can't edit it or add to it. In this sense, Smartsheet is free for people to play with, but it's not free for you to automate and customize unless you have a license.
In the team, there was a need for three people with a license and that was me. I created the whole system: all four levels of it, then I needed to transfer it all over, and that was a nightmare, but it was okay. It was not that bad, but then the team only needed to have two Smartsheet licenses after I left, so it was whoever took over the ownership and then one administrator as backup, just in case.
What other advice do I have?
Smartsheet itself hasn't been around for that long. They started engaging in bigger firms and contracts in 2018, but before that, they were very much just a startup in Seattle. Basically, what they built was a great solution for collaborating with cross-functional teams and global teams, securely. They're still a little bit behind on some stuff that they could do, but they've brought in just about all of the functionality that you can do in Excel as far as major functions and automation.
My advice to anyone looking into using Smartsheet is if you want to jump into Smartsheet, you need to have a background in Excel, have project management skills, and try to understand rules, processes, and how you want the system to be started, and set up. When you start connecting things and start sending records from one person to another through email or through whatever source you do, if you're not going to use APIs and you're not going to use anything extra, and you're just using an out-of-the-box solution, then you really need Smartsheet to be set up and understand it truly. A lot of Smartsheet training needs to be put into place.
My rating for Smartsheet, even with all its setbacks, is a nine or a ten. I would probably rate it a nine just because of the money scheming part of it. I'm not happy with that, because it doesn't feel so ethical if you're a small business and you're wanting to expand. Otherwise, I don't even like looking at Excel as much as I used to because Smartsheet has so many additional automation features. For example, you can connect it to power BI just like you can Excel, but it does it differently. You can connect it through an API, or you can connect it to Jira.
There are so many connections that you can make to Smartsheet, and you can target the data and move the data out so that you don't get that cap. Otherwise, it's a great solution for opening up communication channels, for helping cross-functional teams work, for example, when one's gone, the other one's there, and the work is accelerated to market. You're saving your company millions of dollars by being able to have this open communication channel that's different from other systems. You won't be needing email or anything else, because you'll just need your team, so I think Smartsheet is a great solution.
It's very robust if you know how to use it, but that's the kicker: you have to learn how to use it. The best training that they offer is the advanced university training, and that requires a license, and then you have to pay an additional $199 for that, but you do get your PUs, and you get additional ones you can use for your PMI certification, particularly for the next certification and to keep your certification valid.
There are a lot of good things about Smartsheet, but the idea of it is amazing. If they get it together, it can be the best solution. They really wouldn't need the $20,000 control center if they just made it a robust solution and provided it, and then just charged everybody the nominal fee to use it, for example, to Microsoft as a different model of charging people. I think that would be better because then they could focus their efforts more on those enhancements that are needed. Otherwise, Smartsheet is a really good concept. It's a really good idea.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Smartsheet
January 2026
Learn what your peers think about Smartsheet. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,114 professionals have used our research since 2012.
Resource Manager at a non-tech company with 11-50 employees
I like the workflows, automation, and low-code capabilities
Pros and Cons
- "We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers."
- "I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas."
What is our primary use case?
I am using the core Smartsheet product right now and one of their premium add-ons called Resource Management. It was previously called 10,000ft, but they rebranded it. We're launching various programs at this university, and each project has a lot of steps. We need to highlight the essential metrics that executives want to monitor and talk about at their meetings when they discuss the program launch status.
We built a dashboard in Smartsheet that pulls data from 50 different projects and highlights things like program launch dates, marketing launch dates, past-due items, at-risk items, etc. I have a module for revisions to existing programs. This dashboard feature sold us on the core product, and it's where we get the most value
How has it helped my organization?
Smartsheet has help us scale our organization past Excel sheets. We were manually updating cells upon cells of information in Excel and no one had a clear picture of what was happening with projects in real time. Smartsheet changed that.
Information for projects was fluid and the automations and alerts were able to keep key stakeholders aware of pertinent information at the click of a button. With Smartsheet, we are able to focus on the "why" behind our project data. We are able look at our dashboards and see the big picture.
What is most valuable?
We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers.
For example, you can build a workflow to alert your marketing director when assets have been approved. I can't think of another tool that has the same low-code functionality.
The capabilities of connecting your project portfolio together helps remove administrative work. That's Smartsheet's selling point, removing the manual work from your day-to-day with automation, alerts, and workflows so you can focus on managing the project itself.
What needs improvement?
I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas.
I'm a pretty smart guy, but I could not figure out how to get the formulas to work in tandem across a couple of different sheets so I could pull in the necessary information. They could make the formulas more intuitive or provide more training. That's probably my biggest complaint.
I also don't like having to save when I update a sheet or a report. Autosave is standard in most solutions these days. They have autosave, but it's not as quick as I'd like it to be. When I update a sheet, I want it to save instantly, so I can go to the next one. If you make a quick update and want to move on, you have to hit Ctrl-S and remember to save. It'll give you a pop-up window that reminds you to save. Most competitors, like Asana, have a quick autosave feature.
In the next release, I'd like to see improvements to the dashboards. The dashboards are a critical feature, and I love building them for our executives here. They look fine, but they're simple lines of text and blocks. I think they could look a bit prettier.
Smartsheet has invested time into thinking about how they display information on the dashboards, but they could do better. While I don't think there's anything wrong with their current dashboard visualizations, I would love to see a more modern look. Right now, the interface looks a bit dated.
For how long have I used the solution?
I've used Smartsheet for three years.
What do I think about the scalability of the solution?
I've only had to scale up Smartsheet to about 500 users. I've never been in the thousands, but I haven't had problems. Smartsheet is the most affordable project management tool because you can invite users into your system, and they don't have to have a license. That's one of the most significant benefits.
The only people who need licenses in our Smartsheet environment are the ones building sheets, reports, and dashboards. We only need to pay for the managers of the system that I have to pay for, which is highly affordable. Everyone else has shared access. They have a link that gets them into a sheet to see what's happening.
On the other hand, if you're not saving and refreshing your sheets all the time, people with shared access might be looking at inaccurate data. At the end of the day, it gets the job done. I haven't had issues adding a bunch of people to the sheets.
How are customer service and support?
I've never contacted Smartsheet technical support, but I've reached out to my customer service representative and had them walk me through how they set up a sheet to get their opinion.
They aren't miracle workers, but they provide a frank answer whenever I have a problem. They'll also take my feedback and put it into their suggestion box. They take requests for features I want that they don't necessarily have. That's more than I can ask for.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We were using Asana, but we switched to Smartsheet because it offered more features for the price. The primary reason we switched was the functionality. Smartsheet's price was great, but we like the low-code functionality and automation. It ties our entire project management ecosystem together.
No other tool lets me tie it together so that all the data points talk to one another. The sheets talk to the reports, which take to the dashboard. The intake is integrated into our Outlook environment. It's all connected. That was the main reason we switched. It connects in a manageable way, and I don't need a developer to help me navigate the system. It's simple enough that a project manager can figure out how to build these systems to talk to one another.
How was the initial setup?
If you're a PMP-certified project manager with a good background in project management, I think Smartsheet's setup is quite intuitive. Smartsheet took the formula that MS Project and made it more accessible. MS Project is a nightmare to learn. They made it easier for project managers using MS Project to build a project management environment.
The setup is straightforward when you know precisely what sheets, reports, and dashboard information you need. It's intuitive to a person with project management training, but you'll probably struggle if you're a marketing coordinator. Those types of people would probably be more comfortable in Asana, ClickUp, or Teamwork, but it was easy for me because I understand project management fundamentals.
What was our ROI?
We practically couldn't run our business without it at this point. Sure, we could run the company, but it'd be a lot more cumbersome. I've built so much automation now that kicks out immediate communications in Slack, Microsoft Teams, etc. It would all be manual without that, and it would add a massive administrative burden to the way my people do their work here.
What's my experience with pricing, setup cost, and licensing?
We pay for a yearly license, and the price is reasonable compared to Smartsheet's competition. It's one of the cheapest solutions compared to Asana, ClickUp, or other project management solutions.
Smartsheet only requires licenses for project managers. When we were using Asana, we had to purchase a license for everyone who wanted to access their tasks and use the system. That gets costly fast. It was one of the main reasons we left Asana. As Asana and these other tools scale, they become way more expensive.
My advice for people thinking about implementing Smartsheet is to go ahead and set up whatever project management environment you want. There isn't a better low-cost option than Smartsheet. For around 25 bucks, you can make your own system. You get three licenses and can start playing around with it.
The initial up-front investment will be low, and you have a support community that has the answers to nearly any question about the types of sheets and reports you want to build. If you just Google any question and add the word "Smartsheet," you'll probably find an answer.
What other advice do I have?
I rate Smartsheet 10 out of 10. There's no other project management tool that's even worth my time. I like its low-code functionality and how it integrates the entire project management environment in an evergreen fashion. Once I set up all the automation, I don't have to touch it again.
It saves you all the administrative hassle you usually face when you work in Excel or Google Sheets, so you can focus on doing the work, managing your projects, and looking at the data. It saves you a lot of work that you normally do when you're working on Excel or even some of these other project management tools that don't offer the same features.
There's tons of information to help you build the environment you want. I recommend going with Smartsheet, engaging with the support community, and using Smartsheet's templates. Smartsheet already has 50 to 100 different templates that you can leverage that are pre-built with automation and alerts to get you started.
You can figure out what parts of the templates you like or don't and customize your system. They offer so many resources. If you engage with them at the start, you can figure out what you like.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Vice President, Operations & Delivery | Change Management | Digital Transformation at a financial services firm with 10,001+ employees
Great dashboard, is easy to enter data, and is very reliable
Pros and Cons
- "The dashboard feature is the most valuable aspect of the solution."
- "Maybe the solution could be a little bit more flexible."
What is our primary use case?
I'm working around the project management delivery. Most of the use cases center around project management - planning, action items, decisions, issues, or rate logs, plans, and sometimes forms to collect information, however, not as much.
How has it helped my organization?
The ability to have users without a license has helped us a lot. Meaning if I'm working on a project with a certain amount of team members, the next time I'm working on another project with other stakeholders, the ability to have them access all the resources based only on my license was pretty cool and made it easy to use, meaning even creating a template, it allows others use it. In my case, there are not as many creators, just users. It was very useful compared to anything else that we had, any other solutions that we had.
What is most valuable?
The dashboard feature is the most valuable aspect of the solution. The ability to put a lot of stuff easily into various sheets is something that I'm using particularly often.
What needs improvement?
I'm working around project management. Anything that they can emulate from the more specialized solutions, in terms of Microsoft Project or anything else that could bring the project plans to a closer alignment with Microsoft Project, that'd be great in terms of task dependency and automatic adjustments.
Maybe the solution could be a little bit more flexible. It's a very nice and optimal solution, however, it's not 100% in all directions. Some of the more advanced features of Excel could be there.
You have certain fields that you conditionally format. On certain occasions, you are not able to override those. You have to go by the formula or eliminate the formula, the conditional formatting thing. That is sometimes in project management - you have to go by the rules, then you have to overrule certain times. It's a little annoying sometimes that you have to remove the conditional formatting in order to impose, for example, the red status, red, amber, or green, according to what you know, not what was calculated.
Overall, it's something that we use and then we adapt our ways of working around the tools that we have. Altogether, it's a positive experience.
I'm not a heavy user. Once I set up the template, it's just like using it there, however, I would be interested in maybe being connected to the labs, their labs in which they've got beta or gamma versions of proposed features being tested, and I would be willing to test them out.
For how long have I used the solution?
I've been using the solution for three or four years.
What do I think about the stability of the solution?
I've never encountered anything that can qualify as a performance issue or instability. It's stable.
What do I think about the scalability of the solution?
Here's maybe the limitation. Obviously, it's very good for smaller projects. When you try to combine and make it become more of a program or portfolio, then probably it has its limits. I understand there are extensions, however, the extensions are paid and not necessarily used in every single location. Purchasing a module just one or two times, it's probably good for that use case. For other cases, in which it's more scaled use, it's not necessarily from the standpoint of the number of users using it. However, from the features, more advanced features, and collating features from multiple sources, then it becomes a little bit more difficult to manage and/or there are no features to work in that situation.
The solution is not extremely widely used. I have been hesitant on promoting the solution as I don't want to become the point of contact and/or support for it now. Although I'm a self-learner and I created my templates and I've done everything on my own without necessarily professional services support from Smartsheet, promoting it elsewhere might put me in a situation in which I will be called for solving or implementation somewhere else, and this is not necessarily my calling.
How are customer service and support?
I have not directly dealt with technical support. I used their extensive knowledge library, however, I never have actually reached out to technical support.
Which solution did I use previously and why did I switch?
I was using Microsoft Project as the solution for my project planning activities, however, Microsoft Project had the project plan and the Gantt chart. I was using multiple separate tools, maybe more specialized, however, still in various places, or a few of them in the same place, like the reporting, the project plan, and the rate log in the same place, which made it simpler for the people to access it and for me to use it.
How was the initial setup?
In terms of setup, there's nothing to be set up. It's a SaaS. There's nothing to be set up. It's just onboarding in terms of training yourself, or at most, integrating with your SSOs since it's an enterprise solution.
What other advice do I have?
I am a user and customer.
I'm using the cloud version, therefore, I'm on the latest version of the product. It's a SaaS product.
I'd rate the solution a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Corporate Paralegal at a tech consulting company with 1,001-5,000 employees
Reduces email exchanges and spam; dashboard is well-built and helpful
Pros and Cons
- "As I am in the corporate legal department, I have to deal with a number of contracts and sometimes it's hard to keep up with email transactions. Having the tracker sheet and being able to build dashboards and workflow has been quite valuable."
- "I think that the mobile interface needs to be improved. If you cannot access it through your laptop, I'd prefer to have that option on the mobile, but I don't think that it's user-friendly and easy to navigate."
What is our primary use case?
As I work in the legal department, my primary use case of this solution is to do legal requests and trace the legal flow. I also do monthly reports of the number of contracts we have done.
How has it helped my organization?
The way that Smartsheet has helped me personally is by reducing my email exchanges and inbox spam. We can communicate through the solution and push all the updates there so that everyone can know the status of a request. That is my favorite feature so far. The other thing that I like is the dashboard. I actually start my day by looking at the dash instead of my email.
What is most valuable?
As I am in the corporate legal department, I have to deal with a number of contracts and sometimes it's hard to keep up with email transactions. Having the tracker sheet and being able to build dashboards and workflow has been quite valuable.
What needs improvement?
I think that the mobile interface needs to be improved. If you cannot access it through your laptop, I'd prefer to have that option on the mobile, but I don't think that it's user-friendly and easy to navigate.
For how long have I used the solution?
I have been using this solution for around two years.
What do I think about the stability of the solution?
I would rate the stability of this solution a nine, on a scale from one to 10, with one being the worst and 10 being the best.
What do I think about the scalability of the solution?
I would rate the scalability of this solution an eight, on a scale from one to 10, with one being the worst and 10 being the best.
How are customer service and support?
I would rate the technical support of this solution a nine, on a scale from one to 10, with one being the worst and 10 being the best.
How would you rate customer service and support?
Positive
What was our ROI?
I would say that we have seen ROI as we're still using this solution and everyone is content with it.
What's my experience with pricing, setup cost, and licensing?
My opinion is that this solution is affordable for medium-sized and even large organizations.
What other advice do I have?
The advice I would give to others trying to use this solution is to go and use the trial version and see what its like first.
Overall, I would rate this solution an eight, on a scale from one to 10, with one being the worst and 10 being the best.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Global IT PMO at a transportation company with 10,001+ employees
Customizable, easy to use and cheap; needs more integrations
Pros and Cons
- "Their support is awesome. We are on an enterprise plan and there is a customer success at Smartsheet and anyone from our licensed users can just send an email to them and they respond as soon as possible."
- "I think it is all going to be about APIs in the future and I don't think Smartsheet is doing a lot in that regard. They have some integrations with Jira, but you have to pay for them."
What is our primary use case?
The most common use case for Smartsheet is collecting approvals because of the documented repository that can be shown to the auditors. Smartsheet has automated attachments. Users can easily and quickly make sure that certain mandatory approvals are collected efficiently. In addition, they will have an entire traceable archive of who did what and when.
With Smartsheet, you can export that as well. It also enables you to do analysis and develop dashboards. For example, you can track the average order processing time. It has all the capabilities of Excel but it enables you easy workflows. It's very intuitive in that regard and very customizable.
How has it helped my organization?
Smartsheet has helped me improve my organization by helping me further optimize. For example, if I had a legal department of 50 people, I can have just one license. Each of those people do not need a license for their work, but we just need to build and own all of their sheets with workflows. To build, all you need is one license, but many people can take advantage of it.
What is most valuable?
The feature I found most valuable is Smartsheet's collaboration capabilities. You can easily share your sheet with someone and communicate with them. Everyone can have their own milestones. Smartsheet can also be used for project management since it's really customizable, much like an Excel sheet. To create workflows, you can use a template or build your own from scratch.
What needs improvement?
Smartsheet could be improved with an integration with Outlook and Notion. I would also like to see other general integrations. I would most like to see an integration with my Outlook calendar so I can see the tasks that I have and action workflows from my inbox and those notification emails I get.
I think it is all going to be about APIs in the future and I don't think Smartsheet is doing a lot in that regard. They have some integrations with Jira, but you have to pay for them.
For how long have I used the solution?
I have been using Smartsheet for a year and a half.
What do I think about the stability of the solution?
I have not run into issues with Smartsheet's stability. For example, we had an internal issue and I could not use any company systems to communicate things that I need to, but then Smartsheet was there because it is cloud-based and independent and always working. It's always there. No hiccups; no bugs; no sorry, we got confused. Everything works nonstop.
What do I think about the scalability of the solution?
Smartsheet's scalability has a high cost-benefit ration. We have 90 licenses and because they have the option to share with a lot of free users, we have about 2,000 users on top of the licenses that we are not paying for, but they are our employees, clients, and vendors even. They can have access to everything even with a free license.
How are customer service and support?
Their support is awesome. We are on an enterprise plan and there is a customer success at Smartsheet and anyone from our licensed users can just send an email to them and they respond as soon as possible. They reply within 24 hours. They look at their knowledge base for you and send you back all the links that will be helpful in explaining and resolving the issue. They are really exceptional and stable.
How was the initial setup?
Smartsheet's initial setup is straightforward. There is not much to it. It's very simple from the user's perspective. We already have accounts, licenses, and users, and I assign license ownerships. They set everything up up for you. They give you the template page where you set up your landing page. Before assigning licenses, I send a form where they have to justify why they need a license because there is also a free version user account that they can use. I can have an unlimited number of people as users of Smartsheet, but I don't have to give them a license, which I think is a great advantage.
What's my experience with pricing, setup cost, and licensing?
Smartsheet has free user options with limited capabilities and the option to request a license or business plan. They have all the details available on their website.
I would say that Smartsheet's price is good. It is not cheap but it comes with good value, especially considering their free user options. We have 90 licenses and 2,000 users. Anybody from our organization can ask for a license and use the tool for their own purposes. If you're smart you can go a long way with just five licenses. We have an enterprise plan, and it costs us about $500 per year.
What other advice do I have?
It is really easy to use and understand. It makes it simple to collaborate with other people. Smartsheet is very similar to WordPress in that it is very easy to work in when you are creating blogs and web pages. It's very intuitive.
Smartsheet is a cloud-based SaaS tool. The tool itself is sheet-based and really customizable, so it can look like Excel on steroids. It has a tailored set of templates that you can use for project management and keeping inventory. It has a workflow to collect approval and send notifications, so you don't have to manually write 50 emails, instead, it's automatized. They also have enterprise plans.
It's a very cute, convenient, and user-friendly online Excel with workflows. Everyone wants to use Excel, SharePoint lists, or Power Automate, but it's really hard to set everything up with Microsoft tools, so I think that Smartsheet has its own advantages for a certain types of task management needs and collaboration.
In corporate, we should all be using the same tool. This is a great tool and as long as you give everyone the freedom of choosing, it still works. But, it is not really for corporate.
You can organize all of your business processes in Smartsheet, which is also an advantage. I can include any email account in the workflow, whether it's from my company or not. That's great because sometimes we cannot collect approvals from people who are outside of our organization and that is a problem. It is hard to work with clients when you are only dealing with Microsoft in that regard.
Using Smartsheet does not require any coding skills. I can do everything in it myself and I do not need additional IT experts to help me out.
I would rate Smartsheet a strong seven.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Plug-and-play, stable, scalable, and has an email feature
Pros and Cons
- "To me, one of the most powerful features of Smartsheet is being able to email others."
- "A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."
What is our primary use case?
The two critical use cases of Smartsheet are project management and task management.
What is most valuable?
To me, one of the most powerful features of Smartsheet is being able to email others.
What needs improvement?
A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down.
For how long have I used the solution?
I've been using Smartsheet for seven years.
What do I think about the stability of the solution?
Smartsheet is a stable platform.
What do I think about the scalability of the solution?
Smartsheet is a scalable platform.
How are customer service and support?
I provide technical support for Smartsheet within my company.
How was the initial setup?
The initial setup for Smartsheet was easy. The platform was quick to deploy because it was plug-and-play. You put in your username and password, and your account is created for you.
What about the implementation team?
We implemented Smartsheet ourselves.
What was our ROI?
I'm not tracking the ROI for Smartsheet.
What's my experience with pricing, setup cost, and licensing?
There's a license for Smartsheet, and the enterprise plan comes down to about $750. My company also pays an extra $60 monthly apart from the standard licensing fee.
Which other solutions did I evaluate?
I'm also using Microsoft Project and Jira, together with Smartsheet, but Smartsheet is easier to use than Jira, though each solution has its own advantage.
What other advice do I have?
I have some experience with Lucidchart, and I also have experience with Smartsheet.
I'm using the cloud version of Smartsheet, which is constantly updated.
Close to two thousand people use Smartsheet within my company.
One person is enough for the deployment and maintenance of the platform.
I advise anyone looking into using Smartsheet to start small and try it out first. Once you have the buy-in, you could scale it.
My rating for Smartsheet is eight out of ten.
My company is a customer of Smartsheet.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Gerente at a tech services company with 11-50 employees
Simplified project management and financial tracking without deep knowledge requirements
Pros and Cons
- "It's stable and simple to use."
- "The only reason we migrated to another application was the full integration available in other solutions. We never used the integration capabilities of Smartsheet."
What is our primary use case?
We used it for two scenarios. The first one was in project management. We made up the collaboration with our customer using Smartsheet. The second scenario was a financial application to control the cash flow.
How has it helped my organization?
It helped simplify project management and financial tracking, making it very friendly and powerful without the need for deep knowledge of forms or code. It's stable and simple to use.
What is most valuable?
Its mechanics align themselves very well, making it very powerful and simple. Its interface is almost like you are using it yourself, making it very friendly. You don't need to develop deep knowledge of forms or something like that.
What needs improvement?
I think it is a very good program. However, the only reason we migrated to another application was the full integration available in other solutions. We never used the integration capabilities of Smartsheet.
For how long have I used the solution?
We used the solution for four or five years.
What do I think about the stability of the solution?
It was stable. We never had a problem with this program.
What do I think about the scalability of the solution?
It's good to work with, and you have a lot of choices. In other words, it is scalable.
How are customer service and support?
I cannot rate customer service since we never used it. Smartsheet never failed, so we didn't need to reach out to customer service.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We migrated all of our applications to Odoo due to the full integration that we have in other solutions.
How was the initial setup?
The initial setup was pretty easy. It is just like opening boxes.
What about the implementation team?
I did the deployment myself.
What was our ROI?
It's really hard to quantify since you don't have to invest much time in learning it. It is simple to use and stable, so it is worth the money invested.
What's my experience with pricing, setup cost, and licensing?
We used the monthly subscription, which is really cheap. It is not expensive.
Which other solutions did I evaluate?
Odoo. We migrated to Odoo because it is a fully integrated ERP. We have all the projects, accountability, and services in one place without needing any interfaces or integrations.
What other advice do I have?
I would recommend it to others. It is a good program and provides the features they promise.
I'd rate the solution nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Updated: January 2026
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